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Don’t give up on us baby!
No way Hutch. The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illu...
Take Two: ECB “not sufficiently confident” to start cutting rates yet; China sets 2024 growth target
What do you need to know?European Central Bank (ECB) President Christine Lagarde acknowledged that while inflation is falling back towards its 2% target, the ce...
Multi-Asset Investments Views: Bad news on the way… and therein lies the good news
Our positioningPositive on global equities – In the context of a macroeconomic soft landing combined with strong microeconomic fundamentals, we expect fu...
A Conversation about the Conversation
Key Points:We think the ECB will admit the conversation has started on cutting, but we do not expect a clear timeline. June is still our base case for the first...
Take Two: Eurozone inflation falls by less than expected; global stocks hit fresh highs
What do you need to know?Eurozone annual inflation fell by less than expected in February, to 2.6% from 2.8% in January, according to an official flash estimate...
Everything’s gone green
Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and develop...
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